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Name Holding Trade Value Shares
Change
Change in
Stake
AB
301
ANB Bank
Colorado
$254K +$213K +7,330 New
CastleKeep Investment Advisors
302
CastleKeep Investment Advisors
Connecticut
$249K +$209K +7,194 New
CCA
303
Cottonwood Capital Advisors
Utah
$249K +$209K +7,194 New
FFM
304
Forum Financial Management
Illinois
$246K +$207K +7,115 New
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$244K +$205K +7,056 New
FDDB
306
Fidelity D&D Bancorp
Pennsylvania
$243K +$204K +7,011 New
IWC
307
Integrated Wealth Concepts
Massachusetts
$240K +$202K +6,932 New
CAM
308
Cresset Asset Management
Illinois
$236K -$118K -4,048 -37%
EF
309
Empowered Funds
Pennsylvania
$236K +$198K +6,809 New
Lido Advisors
310
Lido Advisors
California
$234K +$197K +6,757 New
CIBC World Market
311
CIBC World Market
Ontario, Canada
$232K +$195K +6,707 New
TIAA Trust, National Association
312
TIAA Trust, National Association
North Carolina
$231K +$194K +6,675 New
BCI
313
Brinker Capital Investments
Pennsylvania
$217K +$182K +6,261 New
OPS
314
Orion Portfolio Solutions
Nebraska
$217K +$182K +6,261 New
ECM
315
Everence Capital Management
Indiana
$213K +$179K +6,150 New
AIP
316
ARS Investment Partners
New York
$204K +$172K +5,907 New
FRM
317
Fox Run Management
Connecticut
$203K +$171K +5,863 New
P
318
&Partners
Tennessee
$202K +$158K +5,445 New
SPIA
319
Steward Partners Investment Advisory
New York
$178K -$2.59K -89 -2%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$178K +$31K +1,065 +26%
Nomura Asset Management
321
Nomura Asset Management
Japan
$163K
PA
322
Parallel Advisors
California
$122K +$14.7K +505 +17%
AF
323
Advisornet Financial
Minnesota
$111K +$3.58K +123 +4%
RIL
324
Rothschild Investment LLC
Illinois
$110K -$786 -27 -0.8%
TCOV
325
Trust Company of Vermont
Vermont
$109K -$10.5K -360 -10%